Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,864 | $93,598-26.4% | $135,974-49.4% | $75,173-8.4% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 15.08% | 30.89%-15.8pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $2,815 | $3,538-20.4% | $4,859-42.1% | $2,671+5.4% |
| Participant deferral / active EE | $6,278 | $6,405-2.0% | $7,760-19.1% | $4,126+52.1% |
| Admin fee / account holder | $3,711 | $6,978-46.8% | $10,767-65.5% | $5,651-34.3% |